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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,955 | $102,429-68.8% | $147,096-78.3% | $80,925-60.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 18.08% | 135.02%-116.9pp | 419.75%-401.7pp | 35.65%-17.6pp |
| Employer contribution / active EE | $4,473 | $3,716+20.4% | $4,936-9.4% | $2,756+62.3% |
| Participant deferral / active EE | $9,554 | $6,649+43.7% | $8,071+18.4% | $4,299+122.2% |
| Admin fee / account holder | $4,852 | $7,957-39.0% | $13,005-62.7% | $6,940-30.1% |